Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly May Wohler is a financial advisor who has been in the industry since 2016. Shelly is currently registered with Independent Financial Partners and has been working with them since June 2022. Previously, Shelly worked with Securian Financial Services, Inc., J.P. Morgan Securities LLC and Thrivent Investment Management Inc. Shelly specializes in portfolio management for individuals, pension consulting and educational seminars. Shelly has a strong track record of success in helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
WI
06/21/2022 - Present
Independent Financial Partners (Brookfield WI)
WI
01/13/2021 - 06/27/2022
SECURIAN FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
05/10/2018 - 01/06/2021
J.P. MORGAN SECURITIES LLC (GERMANTOWN WI)
WI
04/12/2016 - 05/11/2018
THRIVENT INVESTMENT MANAGEMENT INC. (Greenfield WI)
BOTH
Issued 05/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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